Advisors + attorneys

Manage client SAFE notes from your own digital workspace

We created MySAFEnotes to facilitate the counsel-client relationship. Make your account with our simple sign up process.
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What can MySAFEnotes do for you?

SAFE notes are an easy way for an individual or corporate investor to send seed funding to a startup they want to support. As an advisor or attorney, you’re here for the angel investors (who are also your clients) looking for strategic investing counsel to get investing right the first time.

money

Manage client SAFEs

With MySAFEnotes, your client can give you permission to oversee and manage their SAFEs, all right from your own device.

safe note

Draft term sheets and create SAFE notes

As an attorney, contracts are what you do best. Ensure client success by creating term sheets and SAFEs. This way, your client can be sure their interests are protected, or as we like to say, SAFE.
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For the freelancers

We’ve set up a process for those who do freelance work as well. With our platform, freelancers can exchange their services for a combination of cash and a SAFE. Freelancers can earn money and shares in the company, and entrepreneurs can save while getting work done for their startup. You know what that means – the ability to kick start the business ASAP. We get things done around here, and fast.

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We make it easy to be good at what you do

Simple SAFE management

Keep track of your clients’ balance with our straightforward dashboard. It shows the funds that have been sent, and an outstanding balance. Whenever you’re ready to send funds, you can do so with ease. Manage client SAFEs and do it with ease.

Quick payments

If there’s one thing we know for sure, it’s that time is money, so we won’t waste yours. With MySAFEnotes it’s easy to send and receive payments on both ends, so you can take care of client business. Use any major credit/debit card, or link your bank account to instantly send funds.

Why MySAFEnotes? We’ve got four answers for you.

security

Fast and secure

Easily create, execute, and send funds directly to an entrepreneur! Our platform is fast, reliable, and secure.

cash

Manage and organize SAFE notes in one place

For companies and advisors, we provide organized, straightforward SAFE management.

verification

Company verification

Because MySAFEnotes.com asks all companies to provide incorporation details before creating SAFEs, investors can feel secure knowing that a company is in good standing.

safe note

SAFE note builder

Our dynamic SAFE builder lets you create SAFEs and set terms quickly. For negotiation purposes, you can easily make edits and sign directly on our platform.

The process

Rather than settling for a discount, maximize your value with a SAFE. Freelancers can receive a combination of both SAFEs and cash, which gives freelancers the best of both worlds. Not only do they still receive cash for their work, but also guaranteed shares in the future of the company.

1

Request a SAFE note

Create a SAFE with the terms of you and your client’s choosing, and send it to the entrepreneur.

SAFE note only
or
Cash + SAFE note
or
Cash only
2

Receive SAFE note

Once the entrepreneur agrees to the terms of the SAFE, both parties can sign off and the investor can receive the SAFE.

3

Send funds

Angels can use any major credit/debit card, or link their bank account to send funds and complete the SAFE transaction.

Why SAFE notes?

Avoid the complexity of convertible notes with SAFEs, a simpler way to provide seed funding.

SAFE Notes

Simple accounting requirements

There is no “taxable event” when you issue a SAFE, which eliminates the need for any complicated accounting advice.

Minimal negotiations

SAFEs have very few terms to negotiate, which makes transactions simple, clear, and concise.

More control and less risk

Angel investors can also create and send SAFEs, which allows them more control over the investments they’re making and with the terms they want.

Early bird gets the worm

By using SAFEs, startups can reward early investors with more favorable terms.

How it works

Sign up
Verify
Create
01

Sign up

Investing on behalf of your client? Create an account then send and receive SAFEs in minutes.

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02

Verify

Provide incorporation details so we can authenticate your company and get you ready to send money.

GET STARTED
03

Create

Use our dynamic SAFE builder to set terms and execute SAFE investments instantly.

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Hear from some of our users

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Stephanie Oriate 1
Events and Sales Manager
feedback
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Stephanie Oriate 2
Events and Sales Manager
feedback
“Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.”
Stephanie Oriate 3
Events and Sales Manager
feedback

Use MySAFEnotes to raise funds,
invest, and manage client SAFE notes!

Get in touch!

Have a question? We’d love to hear from you.

Phone

(617) 671-9292

Email

xavier@mysafenotes.com